Home Owner & Condominium Associations

It is the responsibility of home owner and condo associations to oversee member fees, distribution of funds, financial reporting, asset tracking, and tax filings. For most, this can be a daunting and confusing responsibility. We are skilled at special tax considerations and the complexities of IRS code that will put your association and members on the right path.


  • Income tax return preparation and filing
  • Depreciation schedules, including depreciation options and elections
  • Capital asset planning and strategy
  • Cost segregation studies
  • IRS audit support

Tax Services

  • Business process outsourcing, including bookkeeping, billpay, and payroll processing, filings, and reporting
  • Financial statements, reporting, and management reports
  • HOA billings
  • Set up, training, and consulting for QuickBooks® software
  • Advisory services on general ledger set-up and internal controls
  • Virtual controller outsource and consulting
  • Virtual CFO outsource and consulting

Client Accounting Services

Intuit®, QuickBooks®, and QuickBooks® ProAdvisor are registered trademarks of Intuit Inc. Used with permission.

  • Cash flow management
  • Financial projections and budgets
  • Budget and reserve funding
  • Litigation support

Consulting Services

  • Financial statement audits, reviews, and compilations
  • Internal control reviews
  • Fraud investigations and risk management
  • Agreed-upon procedures

Audit & Assurance

Our HOA and Condo Association Specialists

Mark W. Plantz, CPA
Mark W. Plantz, CPAManager